See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,282 | $153,772-54.3% | $133,980-47.5% | $273,961-74.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 8.20% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.3pp |
| Employer contribution / active EE | $4,106 | $6,029-31.9% | $5,211-21.2% | $4,869-15.7% |
| Participant deferral / active EE | $13,708 | $6,958+97.0% | $6,282+118.2% | $5,287+159.3% |
| Admin fee / account holder | $10,331 | $11,765-12.2% | $9,324+10.8% | $10,132+2.0% |